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ConnectWise PSA: Making a Mandatory Field

  • July 3, 2023
  • ProVal Technologies, Inc
  • Tech Tuesday

In our first video for ConnectWise PSA (Manage), we’ll cover how to make a field a mandatory field. This means that a record cannot be saved until the field is properly filled out. This is helpful when building processes with various teams to ensure consistency and reliability in your process.

Step by Step:

  1. Today I want to take you through a video on how to make Fields mandatory in ConnectWise Manage or PSA.
  2. The first step is to go into your setup tables that is under system à setup tables.
  3. When that loads you can search for the custom field table.
  4. You’ll open up custom fields.
  5. The example that I had was actually from a Reddit post. They’re asking how to make an opportunity field mandatory.
  6. So you can search for the opportunities option, select that and then all of these little Fields here have a hyperlink on them that you can actually use to adjust these values.
  7. So let’s say we want to make probability mandatory you can click on that, that’ll open up a little flyout window where you can change the field to make the field required.
  8. When that is sent, then that will add the asterisks to that field so that it must be filled out by a technician when utilizing the opportunities.
  9. This can be done on most custom fields or most fields in ConnectWise PSA.

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Michael LaFond
ConnectWise Program Manager
New Charter Technologies

ConnectWise PSA: Making a Mandatory Field

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Vision Computer Solutions
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